See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $22,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $6,561 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $4,863 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,087 | $49,915+88.5% | $154,803-39.2% | $74,304+26.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.56% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $4,193 | $1,611+160.2% | $4,305-2.6% | $2,241+87.1% |
| Participant deferral / active EE | $4,898 | $2,255+117.2% | $5,540-11.6% | $3,767+30.0% |
| Admin fee / account holder | $88 | $2,189-96.0% | $14,329-99.4% | $2,969-97.0% |